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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
651
Alterna Wealth Management
Texas
$316K – – –
NCM
652
Novare Capital Management
North Carolina
$316K – – –
CAM
653
Carret Asset Management
New York
$315K – – –
LWM
654
Lionsbridge Wealth Management
Florida
$314K -$327 -1 -0.1%
SW
655
SkyOak Wealth
Michigan
$313K – – –
SCG
656
Sonata Capital Group
Washington
$312K +$327 +1 +0.1%
APW
657
Atlantic Private Wealth
North Carolina
$311K -$19.3K -59 -6%
AP
658
Appleton Partners
Massachusetts
$309K – – –
DMC
659
Drexel Morgan & Co
Pennsylvania
$308K – – –
FPCG
660
Fort Pitt Capital Group
Pennsylvania
$308K – – –
HCM
661
Hutchinson Capital Management
California
$308K – – –
MGWM
662
Marks Group Wealth Management
Minnesota
$308K – – –
WCM
663
Windham Capital Management
Massachusetts
$308K – – –
IIM
664
Ipswich Investment Management
Massachusetts
$308K +$327K +1,000 New
RDWM
665
Red Door Wealth Management
Tennessee
$305K -$43.2K -132 -12%
AL
666
Aspiriant LLC
California
$302K – – –
S
667
SignatureFD
Georgia
$301K -$9.48K -29 -3%
PCM
668
Parsons Capital Management
Rhode Island
$299K -$6.54K -20 -2%
PWLP
669
Prio Wealth Limited Partnership
Massachusetts
$299K – – –
LWA
670
Lineweaver Wealth Advisors
Ohio
$298K -$34K -104 -10%
HIS
671
Harvest Investment Services
Illinois
$294K -$3.67M -11,225 -92%
SC
672
Sierra Capital
Florida
$294K – – –
TIA
673
Tiemann Investment Advisors
California
$292K – – –
LWM
674
Laidlaw Wealth Management
New York
$292K +$4.25K +13 +1%
ZIC
675
ZWJ Investment Counsel
Georgia
$292K +$310K +948 New
25 26
27
28 29